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To manually create a user, create a contact (person or organization) first and enable access for that contact. This action generates a System User in the background and links it to the contact. The contact's details, such as email address, are utilized for sending login credentials.
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Username: The username displayed on the system user page.
Password: An automatically generated password. A standard default password (e.g., welcome2024) cannot be specified. Password requirements and whether the user must change their password after the first login are determined by the general password setting. For detailed information, refer to the Password General password requirements section.
Login URL: The client-specific URL indicated in the Client settings → ‘Authentication’ tab → ‘Login’ field.
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Just like the other data import sheets, it is also possible to import users based on an Excel template. For more information about the default data imports, see: Imports.
Standard Employee Interfaces
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If the customer is also using Workplace Experience, it is possible to automatically create a contact and related system user based on a login into the Workplace app.
For further details on this integration and user creation within Workplace Experience, refer to the comprehensive guide available in the general article about user creation in Workplace Experience: Users & Groups